Sharing knowledge! Learn and apply key insights from the best & brightest in the fields of functional fitness, strength, and wellness. #upnation #reachtheuncharted
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Ahoy! Welcome to the Sea Captain Way podcast with Phil Bender and Greg Patton, where we help listeners navigate the uncharted waters of personal and professional growth. The Sea Captain Way is about energizing top performers to take on risks and push beyond their comfort zone to pursue life-changing goals and achieve peak performance. We’re going to help you build your vision by showing you how to break free of the boundaries that are holding you back.
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Surfing the uncharted waters of accounting, finance, and wherever else the waves take us. Have a question or an idea for a show? Write us! [email protected]
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Let's explore the topics in User Experience Research that people don't discuss enough.
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Welcome to Work Better, the podcast where we think about work and ways to make it better. Four overarching macro shifts are fundamentally changing work and will continue to alter the landscape for years to come. Some of these shifts have been building for years, while others seem to have happened all at once. It’s the magnitude of the change, along with the pace, that is uncharted territory. First, we’re living on screen. We’re spending more time collaborating on-screen than in-person. We ha ...
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Join John Register, Paralympic Silver Medalist and combat veteran and Kat Koppett, organizational psychologist, improviser and theater owner as they share their experiences, insights and tools for navigating change. If you've ever wondered what it takes to achieve remarkable success to overcome obstacles and transform your performance in the face of BIG CHANGE, then you are in the right place. Want to share a moment of change? Reach us at: [email protected] or [email protected]
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How Languishing at Work Impacts Your Life with Corey Keyes (S6: Ep.2)
32:40
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32:40In today's demanding work environment, understanding the impact of languishing at work – and how to overcome it – is vital. On the Work Better podcast, host Chris Congdon and guest Corey Keyes, a renowned author and sociologist, delve into how languishing at work affects our lives and how fostering a sense of belonging, community, purpose and meani…
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Building Trust that Builds Profit with Minda Harts (S6: Ep.1)
29:08
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29:08In an era where trust is increasingly scarce, redefining it within the workplace can be a cultural game-changer. On the Work Better podcast, host Chris Congdon and guest Minda Harts, a bestselling author and workplace consultant, explore innovative strategies to rebuild trust. Learn how to cultivate trust, even in remote work settings, and address …
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Breathing Fire Into Your Business with Thomas Howard
28:41
28:41
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28:41Thomas is a Business Development Manager at Supporting Strategies. He is a seasoned financial industry professional with over 30 years of experience in business development. His background includes 21 years in retail banking and 17 years in management roles. Thomas builds trust-based relationships with his clients that drive business growth. Key po…
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Join Steve Soter, Catherine Tsai, and Mike Gravagno for the final episode of Off the Books! Reflect on five incredible years of exploring accounting, finance, and risk (and so much more). Dive into the history of the show, laugh (or not!) along with the accounting memes, and celebrate nearly 200 episodes.…
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Sarah Carlan is the latest guest on the Sea Captain Way. Sarah is a therapist, leadership coach and career satisfaction mentor who helps her clients rediscover an internal sense of power that cannot be shaken by external events. She holds coaching certifications from Brown University School of Professional Studies and International Coaching Federat…
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Closing the Books: Pausing Enforcement of the Foreign Corrupt Practices Act
19:05
19:05
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19:05In our final episode, Matt Kelly of Radical Compliance helps us make sense of the recent executive order that paused enforcement of the Foreign Corrupt Practices Act. Funny enough, it does not in fact mean you can bribe anyone, Matt warns. While you couldn’t bribe us to make more episodes of Off the Books, you can definitely check out seven season…
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Climate Disclosures: We Ask a Lawyer What the SEC Did
16:27
16:27
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16:27We want to hear from you! Email us at [email protected] Catherine Tsai, Steve Soter, Alan Wilson
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Take a look back at the rise, fall, and resurrection of MoviePass as we discuss “MoviePass, MovieCrash.” After we recorded this episode, former MoviePass CEO Ted Farnsworth pleaded guilty to defrauding investors.Find past conversations at workiva.com/off-the-books-podcast, including our episodes about the best accounting movies.…
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From Stroke to Success with Roderick Jefferson
24:41
24:41
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24:41Internationally recognized business speaker and stroke survivor Roderick Jefferson is our latest guest on the The Sea Captain Way. He has shared his dynamic voice at a variety of events including keynotes, guest lectures, webinars, podcasts, and domain expertise panels for companies such as American Express, Oracle, Cisco, LinkedIn, Salesforce, SAP…
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A Deep Dive into 10-K Filings with Nick Mazing
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19:42Executive orders are starting to show up in 10-K filings, says Nick Mazing of AlphaSense. Hear how, as Steve and Catherine also ask Nick about what companies are saying on generative artificial intelligence, tariffs, inflation, and more: Find past episodes at workiva.com/off-the-books-podcast.We want to hear from you! Email us at offthebooks@workiv…
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Tom Schin is the Owner of Build a Better Culture, which helps clients with employee engagement, leadership development, company culture, people strategy and recruiting through one-on-one training or group workshops. Key points: Build a Better Culture conducts Culture Audits. Tom call himself an “Engagement Engineer.” Strong leaders help drive highe…
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Keys to Acing an Annual Performance Review
17:23
17:23
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17:23Who sets the agendas in your 1:1 meetings? What do you appreciate about the managers you enjoy meeting with regularly? Please let us know in the comments and if you’d like to tell us about it on the podcast. You can find more conversations of us surfing the uncharted waters of accounting, finance, risk, and wherever else the waves take us at workiv…
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The Envelope Please: The Best Accounting Movie Is...
20:25
20:25
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20:25Find past conversations at workiva.com/off-the-books-podcastBy Catherine Tsai, Mike Gravagno, Steve Soter
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This latest episode features Sea Captain Coach Ben Miller, a Leadership and Performance Development Coach dedicated to helping his clients unlock their potential and lead with purpose. Key points: His experience includes building high-performing teams, enhancing client effectiveness and driving measurable outcomes. Prior to joining Sea Captain Coac…
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Value Creation Under Pressure: Insights from Global Executives
30:44
30:44
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30:44Find more survey insights at workiva.com/benchmark-2025By Andie Wood, Steve Soter, Alyssa Zucker, Mandi McReynolds
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How is the shifting political landscape affecting environmental, social, and governance issues? Is ESG dead? Steve and Catherine ask Brandon Buhler, Chief Accounting Officer for Playa Hotels and Resorts, and Esther Toth, Senior Industry Principal at Workiva, about the future of sustainability.Read some original research on this topic at workiva.com…
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Phil and Greg are joined by Keith Willis, the President and Founder of Core Management Training, on this episode of the Sea Captain Way. Keith has translated his experience as a Captain in the US Army into being a sales trainer, strategist, and a leadership expert. Key points: Keith has invested his time and energy into understanding how high achie…
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Return to Office: What’s at Stake for Employees and Employers
20:47
20:47
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20:47Enjoy this episode? Find past conversations of us surfing the uncharted waters of accounting, finance, risk, and wherever else the waves take us at workiva.com/off-the-books-podcastBy Emily Forrester, Catherine Tsai, Steve Soter
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Investment Banker to Rancher with Erik Abraham
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25:40This podcast features Erik Abraham, a Managing Partner at EJA Holdings and a Founder of Abraham Ranch, a non-profit dedicated to rescuing farm animals such as horses, cows, goats and pigs. Key points: Erik worked as an entrepreneur in the oil and gas industry in Wyoming, Colorado, and Nebraska. Erik talks about what that experience was like and how…
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Eddy Ricci, a founding partner of Lead Advisor, LLC., a wealth management consulting and talent acquisition firm, discusses his thoughts on acquiring the highest level job candidate on our latest podcast. Key points: Lead Advisor provides industry insights, career strategies and professional development resources for wealth management professionals…
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Burnout Isn’t What You Think It Is with special guest Jacqui Brassey (S5: Episode 9)
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32:13
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32:13Many people say they feel ‘burned out’ at work, but how do they really know? How is ‘burnout defined? Or measured? And could other factors be at play? McKinsey researcher Jacqui Brassey joins the Work Better podcast to dive deeper into feeling ‘burned out’ and gives perspective on how our work can influence and even improve our holistic health in n…
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This podcast features the talented Jenn Quader, the President & CEO of The Smart Agency, which is committed to advancing commercial real estate and financial services through effective communications. Her belief is that the way to get what you want is to ask for it! Key points: Jenn started her career as a professional theatre actress. She grew up …
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Why the Office Needs Social Infrastructure with Eric Klinenberg (S5:E8)
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30:57Why the Office Needs Social Infrastructure with Eric Klinenberg (S5:E8) by SteelcaseBy Steelcase
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Battling Change Fatigue With Gallup’s Ben Wigert (S5:E7)
33:41
33:41
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33:41Seven in 10 employees have experienced disruptive change in the past year. Gallup’s Ben Wigert joins the Work Better podcast to identify three challenging trends happening at work and why ‘people-first’ change is urgently needed. Wigert is the Lead Researcher for Gallup’s workplace management practice, specializing in human capital management and p…
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Vance Crowe is the Founder and owner of Legacy Interviews, a firm that provides clients with professionally recorded videos designed to capture life stories for future generations. Key points: Vance’s experience includes working as the Director of Millennial Engagement for Monsanto, serving as a Communications Strategist at The World Bank and volun…
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Hot Views on Hot News in Accounting and Finance
20:37
20:37
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20:37To wrap up season 6, we react to four topics we haven’t discussed yet, including a penalty for DraftKings over social media posts. Check out resources mentioned in this episode: Blog post on the SEC’s cybersecurity disclosure rule https://www.workiva.com/blog/sec-cybersecurity-rule PCAOB resource for audit committees https://assets.pcaobus.org/pcao…
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Onboarding Your AI Coworker With Sean Gallagher (S5:EP6)
28:52
28:52
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28:52It’s no longer a question – AI is changing how we work, and it’s happening rapidly. A technical renaissance of sorts, AI is mainly driven by employees. But as Humanova founder Sean Gallagher tells us, leaders should act now – even if all the kinks haven’t been worked out – before their organizations are left behind.Gallagher is the founder of Human…
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Coach and Commander with Peter Rendina This episode features Peter Rendina, the current Deputy Chief Inspector for America's Oldest Federal Law Enforcement Agency, the United States Postal Inspection Service. Key points: During his career, he has investigated drug trafficking organizations, mailing and shipping of dangerous and hazardous substances…
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Behind the 1MDB Scandal with Xavier Justo
38:23
38:23
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38:23Xavier Justo spent 547 days in jail after providing investigators information about billions of dollars missing from 1MDB, the state investment fund set up by Malaysia’s former prime minister. Hear what he would tell potential whistleblowers!By Xavier Justo, Mike Gravagno, Catherine Tsai
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Building Brain Capital With Harris Eyre (S5:EP5)
27:29
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27:29Mental and neurological disorders are costing world economies trillions of dollars every year – something physician and neuroscientist Dr. Harris Eyre calls a “decline in global brain capital.” In this edition of the Work Better podcast, Eyre talks about healthy brain practices and the steps we can take to address this global challenge.Eyre is an A…
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Off the Presses: Sounding Off After the Election
23:17
23:17
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23:17Joining Steve to give their initial reactions are Chelsea Hall, Workiva Industry Principal for SEC reporting and financial reporting, and Mark Mellen, Workiva Industry Principal for sustainability reporting.By Mark Mellen, Steve Soter, Chelsea Hall, Catherine Tsai
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Why We Need More Awe at Work with Libby Sander (S4:EP4)
37:02
37:02
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37:02What would make you feel less stressed at your office? Researcher Libby Sander joins the Work Better podcast to discuss her groundbreaking research on how work environments can impact your stress levels in the office. She’ll share the three most important things you need in the office now for better physical and mental wellbeing, and how adopting m…
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Reel to Real Coaching with Christy Ogilvie McCreary
31:35
31:35
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31:35This episode features Christy Ogilvie McCreary, an Executive Coach with Sea Captain Coaching and the owner of Ogilvie Consulting. She helps business professionals all over the world transform their firms by turning their clients into raving fans. Key points: Her passion is connecting people, highlighting their strengths, breaking down challenges an…
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Internal auditors can be a not-so-secret weapon for strengthening an organization’s ability to create value. We caught up with Ahmed Shawky Mohammed and Matej Drašček at the IIA International Conference, where they talked about purpose-driven function internal audit teams.By Ahmed Shawky Mohammed, Matej Drašček, Catherine Tsai, Mike Gravagno
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Our 47-Second Attention Span With Gloria Mark (S5: EP3)
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29:17
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29:17New research suggests you’ll barely have the attention span to finish reading this paragraph. We shift our attention faster and more often than ever before, impacting our work and health. So, what can we do to increase our attention? Slow down, set the audio speed to 1X, and listen to author Gloria Mark explain why this is happening and how small c…
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Recently, the courts struck down the SEC’s private fund adviser rule. We turned to former SEC enforcement attorney Ron Geffner for an overview of the rules, the court’s decision, and the potential ripple effects—plus, other challenges facing the SEC and possible changes with a new SEC chair.By Ron Geffner, Steve Soter, Catherine Tsai
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Make it Safe for Employees to Speak Up with Connie Noonan Hadley (S5: EP1)
26:58
26:58
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26:58You may think that if you don’t hear much from your employees, everything’s going pretty well. But that may not be the case. In fact, organizational psychologist Connie Noonan Hadley believes when employees don’t feel like they can speak up, that can spell trouble for businesses. In this edition of the Work Better podcast, Dr. Hadley identifies the…
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Teaching AI-Ready Students With José Antonio Bowen (S5: EP2)
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30:01Microsoft research shows 3 out of 4 global knowledge workers use AI in their jobs. But how are we preparing students for an AI-future at work? Educator, scholar and author José Antonio Bowen joins the Work Better podcast to talk about why becoming an ‘expert’ is so important to maximize the benefits of AI – and avoid being replaced by it.Bowen has…
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Switching companies is one thing. Switching roles is another. Chelsea Hall was a corporate controller and Alyssa Zucker was a chief sustainability officer before they joined Workiva as industry principals. Today their backgrounds help Workiva develop solutions specifically tailored to serve people in Chelsea’s and Alyssa’s former roles. While they’…
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Charley Nelson is an environmental policy major who joined a technical accounting team at Etsy. Hear why that makes perfect sense and what Charley’s learned in his time working with accountants. This episode was recorded at the Workiva Amplify conference for accounting, finance, risk, and sustainability professionals.…
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All Things Data Management: A Deputy CFO’s Point of View
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14:35When Alex Davis followed a former boss to a 7-year-old company, he found it had different data management challenges than the legacy insurer where he once worked.By alex davis, Catherine Tsai, Mike Gravagno
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The SEC Catches Heat for Their Case Against SolarWinds
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22:20We caught up with Matt Kelly of Radical Compliance at the annual Workiva Amplify conference for his thoughts on that and a look at what the Securities and Exchange Commission said about SolarWinds. Matt’s opinions in the podcast are his own, and do not represent Workiva. Find more episodes at workiva.com/off-the-books-podcast.…
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Mark is the Founder & CEO of Victory Productions. He is passionate about encouraging others to persevere in the face of life’s challenges. He focuses on advocacy work for displaced men, low-income children’s educational opportunities, early detection of kidney disease and encouraging more live organ donations. Mark is also known as the “Comeback Co…
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Dig into the findings in this crossover episode of ESG Talk and Off the Books. Find the full report here: https://www.workiva.com/resources/csrd-era-of-transparencyBy Alyssa Zucker, Esther Toth, Mandi McReynolds, Steve Soter
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Time to Lead: Turning Data into Opportunity
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19:04Find more episodes at newsroom.workiva.com/esg-talk and workiva.com/off-the-books-podcast. Subscribe to catch all our upcoming episodes of both ESG Talk and Off the Books.By Steve Soter, Mandi McReynolds, Mike Gravagno
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Developing the Entrepreneurial Mind with Dr. Balaji Rajagopalan
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34:32This episode features Dr. Balaji Rajagopalan, Dean of the Trulaske College of Business at the University of Missouri. Throughout his career, Dean Balaji’s leadership has inspired team efforts that strengthened and enhanced the reputation of programs and institutions. He has a strong record of building, sustaining and leveraging relationships with a…
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Your Voices Amplified: What You Had to Say About Gen AI, Career Advice, Assured Integrated Reporting, and More!
36:42
36:42
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36:42Hear from Ahmad Abdallah, David Anderson, Brandon Buhler, Jonathan Gregory, Leanne Groenewegen, and Rachael Staab about: Generative AI Assured integrated reporting HiringBy Mike Gravagno, Catherine Tsai, Steve Soter
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Psychological Safety at Work When You’re an Internal Auditor
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18:11Internal auditors are in a key position to both benefit from and promote psychological safety at work. But what does having psychological safety at work mean? Ignatia Mannoe and Manja Knevelbaard—two of the co-authors of the new “Psychological Safety Tools for Internal Audit” IIA Netherlands publication—join us to discuss it all in this episode, re…
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This podcast features Ron Joelson, former Executive Vice President and Chairman, Northwestern Mutual Investment Management Company, who also served as the firm’s Chief Investment Officer. He’s now on the Advisory Board for Socium Advisors, which is recognized as one of the top financial advisory firms in the country. Key points: Ron’s experience in…
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From Sociology to Socium with Michelle Magner
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21:57This episode features Michelle Magner, a Partner at Socium Advisors who specializes in solution-based financial planning through aggregating clients’ needs with high level resources. Key points: Prior to joining Socium, Michelle was a Portfolio Manager with a regional bank & trust company, where she managed investment portfolio design and implement…
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